Filed May 8, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,964 | $49,173+93.1% | $121,098-21.6% | $75,163+26.3% |
| Participation rate | 94.3% | 55.4%+38.9pp | 69.5%+24.8pp | 67.2%+27.1pp |
| Annual return | -6.94% | 55.99%-62.9pp | 985.75%-992.7pp | 160.62%-167.6pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,093 | $2,628+208.0% | $4,080+98.4% | $4,125+96.2% |
| Admin fee / account holder | $396 | $3,942-90.0% | $5,644-93.0% | $5,651-93.0% |